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There’s more to tech than ChatGPT

Generative AI may have enthused investors, but it's only a subplot in the much grander story of the technology sector's transformation. Anjali Bastianpillai ,Senior Client Portfolio Manager Pictet Asset Management Childrens' homework, social media posts, magazine articles, books – ChatGPT can apparently do it all.…
EFI
28 September 2023
pink concrete buildingNews

Is this it?

César Pérez Ruiz, Chief Investment Officer Pictet Wealth Management. Connecting the dots Markets will be on tenterhooks this week for the release of the Federal Reserve’s preferred inflation measure, core PCE, on Friday for indications as to whether the Fed has finished hiking interest rates.…
LFI
27 September 2023
a large white building with columns on the top of itNews

Treasury yields could drop back, but remain structurally higher

Lauréline Renaud-Chatelain, Fixed-income strategist, Pictet Wealth Management. Investors could continue to demand a higher premium for holding long-term US debt. The 10-year US Treasury yield rose from a low of 3.31% on 6 April to 4.34% on 21 August, the highest level since 2007, primarily…
LFI
27 September 2023
white and blue concrete buildingNews

Whether the landing’s hard or soft, bonds look good

Jon Mawby Co-Head of Absolute & Total Return Credit Pictet Asset Managment. Yields on government bonds and corporate credits are generous enough to protect investors against considerable market volatility. The investment case for holding bonds and credit is the best it’s been for at least…
LFI
27 September 2023
kiwis and orangesNews

Fund Insight : ODDO BHF AM Future of food

We all know and use TripAdvisor, whether it´s near our home or abroad, to find a restaurant according to our criteria. This platform allows consumers to share their opinions and thus penalise or favour certain restaurants. But what happens when restaurant owners, who until nowwere…
LFI
27 September 2023
News

There’s more to tech than ChatGPT

Generative AI may have enthused investors, but it's only a subplot in the much grander story of the technology sector's transformation. Anjali Bastianpillai ,Senior Client Portfolio Manager Pictet Asset Managment Childrens' homework, social media posts, magazine articles, books – ChatGPT can apparently do it all.…
LFI
27 September 2023
long straight road with trees on the sideNews

We think the Fed is done with rate hikes

Comments by Franck Dixmier, Global CIO Fixed Income at Allianz Global Investors. We do not expect a rate hike from the Fed at its 19-20 September meeting. The Fed has entered the most mature phase of its monetary tightening cycle. The markets' attention will now…
LFI
20 September 2023
boats on body of water near Summer Palace under white and blue skyNews

China’s economy could stabilise

By Dong Chen, Head of Asia Macroeconomic Research and Ling Chen, Graduate, Pictet Wealth Management. Strengthening policy support and signs that manufacturing is stabilising could point to a moderate recovery over the rest of the year. Since late August, policy support in China has picked up in pace and strength. While…
LFI
15 September 2023
wind turbine surrounded by grassNews

ODDO BHF AM Green Planet

Story of the month The energy transition will require massive growth in the electrification of transport, industry and buildings, making it essential to transform electricity networks in an unprecedented way. In 2022, 274 billion dollars were invested in the modernisation and creation of electrical infrastructures,…
LFI
15 September 2023